Harold Allen Coe

CRD 1343364 · Primerica Advisors · Houston, TX

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 6Series 7Series 65Series 63
Registered states (1): Texas
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Primerica Advisors
Firm CRD: 10111
SEC number: 801-72263
Assets under management: $15.5B as of Mar 20, 2026
Website: www.youtube.com/user/primerica ↗
Phone: 833-786-0550
Firm location: Duluth, GA, 30099-0001

Employment history (10)

From the source registration record · current first

Pfs Investments Inc.Current
Houston, TX · BC capacity

start not retrieved → present
Pfs Investments Inc.Current
Houston, TX · IA capacity

start not retrieved → present
Primerica AdvisorsCurrent
Houston, TX · IA capacity

start not retrieved → present
Chase Investment Services Corp.
Chicago, IL · BC capacity

Jan 15, 2004 → Sep 16, 2004
Wells Fargo Investments, LLC
San Francisco, CA · BC capacity

Mar 14, 2002 → Feb 3, 2003
Marquette Financial Group, Inc.
Minneapolis, MN · BC capacity

Dec 18, 2000 → Jul 30, 2002
Conseco Securities, Inc.
Carmel, IN · BC capacity

Mar 17, 2000 → Dec 7, 2000
Foresters Equity Services, Inc.
San Diego, CA · BC capacity

Oct 10, 1996 → Mar 2, 2000
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Feb 11, 1986 → Dec 9, 1994
May & O'connor Capital Inc
BC capacity

Apr 24, 1985 → Mar 7, 1988

Source & corrections

Where this page comes from

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